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How Long Should You Keep Financial Documents

Family Balance Sheet

Bank Statements - One nice thing (among many) about the electronic age is that banks keep statements online up to a couple of years. Our personal bank has statements online all the way back to 2006. You should keep any credit card receipts to match up with your statement. Retirement/ Savings/Brokerage Statements -.

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Carnival of Financial Planning – Money Management Edition #236 – May 11, 2012

Prairie Eco-Thrifter

After all it was not the people who caused the problem so why should they suffer while the banks get off scot-free? Madison presents Credit Card Application Spree to Maximize Sign Up Bonuses posted at My Dollar Plan , saying, “It’s time for a round of credit card applications to make some money!

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Carnival of Financial Planning – Money Management Edition #241 – June 15, 2012

Prairie Eco-Thrifter

” CCS presents Savvy Credit Card Use: Track Your Spending posted at Credit Card Smarts , saying, “A big key to using your credit card wisely is tracking your credit card spending. Financial Planning Odysseas presents Forget Your ATM Card? Not so today.

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